Agent Onboarding Specialist Jobs
By Alignment Health At California, United States
General Duties/Responsibilities (May include but are not limited to):
Update and maintain all Sub-Agent files and process Certification and Re-Certification exams.
Review and ensure certification exams and current Life licensure must be filed for each broker that completes annual certifications.
At least one year or related experience
General Duties/Responsibilities (May Include But Are Not Limited To)
Maintain active agent documents required to stay in “good standing” such as E&O, AHIP and state licenses
Onboarding Payroll Specialist Jobs
By Questco Companies At Texas, United States
3+ years’ experience in a client support role with strong administrative and customer service skills
A minimum of 3 years client service, implementation, or similar experience
Experience learning a new payroll system is strongly preferred; hands-on experience with PrismHR is preferred
Exceptional communication skills including verbal, written, and presentation skills
Strong interpersonal communication skills, ability to handle sensitive client situations gracefully
Professional verbal and written communication skills
Onboarding Specialist Jobs
By CENTEGIX At California, United States
Software Application Customer Onboarding experience – Education Technology software a plus
Work with leadership to establish processes for onboarding and other customer lifecycle phases to ensure a superb customer experience.
Excellent verbal and written communication skills, including leading meetings and presentations both in-person and virtually
Strong experience with using Microsoft Excel, Word and PowerPoint or equivalent tools
Ability to multi-task, prioritize and manage time effectively
Strong problem solving and critical thinking skills
Sales Onboarding Specialist Jobs
By Pompa Program At California, United States
Strong organizational and project management skills
Coordinate with sales managers and subject matter experts to ensure that training content is up to date and relevant
Bachelor's degree in business, marketing, or a related field or equivalent work experience
2+ years of experience in sales training or onboarding
Excellent written and verbal communication skills
Experience with sales enablement tools such as Salesforce, HubSpot, or SalesLoft
Onboarding Specialist Jobs
By SSM Health At , Jefferson City, 65101, Mo
Associate’s degree or equivalent combination of education and experience
Creates new employee welcome roster. Creates new hire welcome letters for new employees containing pertinent login information.
Addresses projects and escalation tickets as a Tier 2 Workday SME (subject matter expert), as assigned.
Performs other duties, projects and escalation tickets in Service Now as a Tier 2 Workday SME, as assigned.
Performs other duties as assigned.
Frequent lifting/carrying and pushing/pulling objects weighing 0-25 lbs.
Payroll Onboarding Specialist Jobs
By AMISEQ At California, United States
2+ year of experience in payroll, accounting, finance or relevant professional experience
Surface opportunities to improve tools, workflow, and customer experience.
Excellent communication skills over email, phone, and in-person
Tech savvy – Excel experience is a plus.
Communicate directly via email and phone with client Payroll customers in order to gather necessary payroll history.
Validate and enter new customer payroll history into the client Payroll system.

Are you looking for an exciting opportunity to join a fast-growing company and help shape the future of customer onboarding? We are looking for a Client Specialist to join our team and help us create an exceptional onboarding experience for our clients. As a Client Specialist, you will be responsible for managing the onboarding process from start to finish, ensuring that our clients have a smooth and successful transition to our services. If you are passionate about customer service and have a knack for problem solving, this could be the perfect job for you!

Overview Onboarding Client Specialists are responsible for ensuring that new clients are properly onboarded and integrated into the company’s systems and processes. They are responsible for providing a smooth transition for new clients, ensuring that all necessary paperwork is completed and that the client is comfortable with the company’s services. Detailed Job Description Onboarding Client Specialists are responsible for providing a smooth transition for new clients. This includes ensuring that all necessary paperwork is completed, that the client is comfortable with the company’s services, and that the client is properly integrated into the company’s systems and processes. Onboarding Client Specialists must be able to communicate effectively with clients and provide them with the necessary information and support. They must also be able to work with other departments to ensure that the onboarding process is successful. Job Skills Required
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize workload
• Strong organizational and problem-solving skills
• Knowledge of customer service principles and practices
• Knowledge of company policies and procedures
• Knowledge of computer systems and software
Job Qualifications
• Bachelor’s degree in business, marketing, or related field
• At least two years of experience in customer service or related field
• Knowledge of customer service principles and practices
• Knowledge of company policies and procedures
• Knowledge of computer systems and software
Job Knowledge
• Knowledge of customer service principles and practices
• Knowledge of company policies and procedures
• Knowledge of computer systems and software
• Knowledge of onboarding processes and procedures
Job Experience
• At least two years of experience in customer service or related field
• Experience in onboarding new clients
• Experience in working with multiple departments
Job Responsibilities
• Ensure that all necessary paperwork is completed for new clients
• Provide clients with the necessary information and support
• Work with other departments to ensure that the onboarding process is successful
• Monitor and track onboarding progress
• Respond to client inquiries and resolve any issues that arise
• Maintain accurate records of onboarding activities